SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 500,567 Value ($000) $13,130 Avg Close — Range —
Q3 2025
Shares 1,002,272 Value ($000) $25,768 Avg Close — Range —
Q2 2025
Shares 1,000,692 Value ($000) $23,846 Avg Close — Range —
Q1 2025
Shares 1,003,918 Value ($000) $21,614 Avg Close — Range —
Q4 2024
Shares 507,103 Value ($000) $11,511 Avg Close — Range —
Q3 2024
Shares 170,245 Value ($000) $11,325 Avg Close — Range —
Q2 2024
Shares 62,165 Value ($000) $3,908 Avg Close — Range —
Q1 2024
Shares 61,543 Value ($000) $3,757 Avg Close — Range —
Q4 2023
Shares 62,877 Value ($000) $3,500 Avg Close — Range —
Q3 2023
Shares 19,967 Value ($000) $995 Avg Close — Range —
Q2 2023
Shares 16,509 Value ($000) $854 Avg Close — Range —
Q1 2023
Shares 17,532 Value ($000) $839 Avg Close — Range —
Q2 2022
Shares 5,377 Value ($000) $238 Avg Close — Range —
Q3 2021
Shares 5,537 Value ($000) $575 Avg Close — Range —